The Weekly Trend

Episode 268: Riding Trends

Kevin Firari Season 6 Episode 33

Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.

0:00 | 26:19

In this week’s episode, David and Ian discuss areas of the market moving out to recent or all time highs, an update on small caps, the proposed change to earnings reports, rate cuts, areas of positive performance in underperforming sectors, precious metals, and emerging markets. 


david_1_09-19-2025_103928

Welcome back to the Weekly Trend Podcast. Today is Friday, September 19th, 2025 s and P 500, currently sitting at 66 34. I'm David Darling, I'm here with Ian McMillan. Took a week off for a moment of silence last week. Good to be back on here with you this week. So plenty to cover. Where would you wanna

ian_1_09-19-2025_113929

To cover. Stucks up a little bit. Six you said 66, 34.

david_1_09-19-2025_103928

Yes.

ian_1_09-19-2025_113929

I mean, that's gotta be the highest number we've ever started off with.

david_1_09-19-2025_103928

Yeah, it is another time high.

ian_1_09-19-2025_113929

All time highs four DA Nasdaq, s and p, and.

david_1_09-19-2025_103928

Oh man.

ian_1_09-19-2025_113929

Last, so, and sometimes least, I mean, Russell still has some work to do, but our friend Russell made it back three and a half year highs, something around there. Maybe just 3, 20, 21. No. So four. Four your highs.

david_1_09-19-2025_103928

It's pretty amazing for some kids out there. This is their first small cap all time high.

ian_1_09-19-2025_113929

Yeah. Yeah. It is certainly a sign of participation. Now, where do we go from here? We'll see. I think your average human can pull up a chart of the russell. I mean, a lot of energy has been spent to get here. Just like the last two times we were up here maybe not so much back in 2021, that was November, 2021. So we're coming up on four years. We'll see, we'll see if we slice on through or if we consolidate up here. Right. I mean, I think if I'm looking at IWM, I think. 2 45 to two 30 could be a pretty practical area to set your expectations for. If we got below two 30 then you're kind of back into failed breakout territory

david_1_09-19-2025_103928

Right.

ian_1_09-19-2025_113929

like we had. I guess that was the end of last year.

david_1_09-19-2025_103928

Yep. I mean, really 0% return for small caps November of 2021, so I don't think we, I don't think we get to sit here and say too, too far, too fast for much, much many stocks.

ian_1_09-19-2025_113929

Yeah, I mean there's 2000 I now, obviously there's some of those 2000 that I'm have done fine. But not a lot of them, and I don't know, I mean, right in the long term. Right. Is this, is this a long term wind change for, for the sails? You know, a on a relative basis, I don't know. It's a decent, it's a decent start. The last, I'd say the last month or so,

david_1_09-19-2025_103928

yeah, if you were gonna see it turn the corner, this is what it could look like.

ian_1_09-19-2025_113929

and if it doesn't, then one.

david_1_09-19-2025_103928

Yeah. It's, it's almost like there's a benefit to studying price charts. It's almost as if all the opinions, rational and irrational are represented by price a, a future discounting mechanism. It's almost as if you could ignore fundamental data because the fundamental data is in price,

ian_1_09-19-2025_113929

I believe so.

david_1_09-19-2025_103928

I think the

ian_1_09-19-2025_113929

Okay.

david_1_09-19-2025_103928

big topic this week was

ian_1_09-19-2025_113929

Yes.

david_1_09-19-2025_103928

cut, right?

ian_1_09-19-2025_113929

Oh, I, okay. I thought you were gonna go somewhere else with that.

david_1_09-19-2025_103928

you go, you, we can go there. Eventually. You go where you were thinking.

ian_1_09-19-2025_113929

So I thought you were gonna talk about, so you are lamenting on your fundamental data, and did you see what Trump proposed?

david_1_09-19-2025_103928

No.

ian_1_09-19-2025_113929

having like biannual

david_1_09-19-2025_103928

Oh,

ian_1_09-19-2025_113929

semi-annual earnings reports.

david_1_09-19-2025_103928

Yeah. Semi-annual earnings report. Interesting.

ian_1_09-19-2025_113929

Boy wouldn't that throw the, the fundamental boys and girls for a loop.

david_1_09-19-2025_103928

What are we gonna talk about then?

ian_1_09-19-2025_113929

I bet that would make earnings reports even more volatile.

david_1_09-19-2025_103928

Well could, yeah. I

ian_1_09-19-2025_113929

I mean, I don't know. Or maybe may, I mean, maybe there's some weird thing where it makes'em less so no one cares. I don't know. I have no idea. We'll see if it happens. I think it would be funny. I mean, it doesn't affect my day job, so I don't really care. We could go to, we could be doing earnings eight times a year.

david_1_09-19-2025_103928

Weekly.

ian_1_09-19-2025_113929

Weekly.

david_1_09-19-2025_103928

Weekly earnings.

ian_1_09-19-2025_113929

earnings.

david_1_09-19-2025_103928

Why? Why listen to the weekly trend when you could have weekly earnings, Ian, when you could pour over weekly balance sheets, cashflow statements.

ian_1_09-19-2025_113929

All the updates, the new projections.

david_1_09-19-2025_103928

All the estimates

ian_1_09-19-2025_113929

I.

david_1_09-19-2025_103928

hit, exceeded.

ian_1_09-19-2025_113929

You know, honestly, probably better for investors, traders to only have it twice a year.

david_1_09-19-2025_103928

I mean, it would be less, I don't know. Would it be less or more accounting work? I don't know.

ian_1_09-19-2025_113929

That's a really good question.

david_1_09-19-2025_103928

But it's interesting concept. I mean, I, don't really have a strong opinion on it, but I, I think it's fascinating.

ian_1_09-19-2025_113929

I'm gonna need you to have a strong opinion.

david_1_09-19-2025_103928

Okay, me have one here. We should not do that'cause that's not what we've always done.

ian_1_09-19-2025_113929

Yeah, change sucks.

david_1_09-19-2025_103928

That's, my favorite. That's my favorite argument. But we've

ian_1_09-19-2025_113929

All right.

david_1_09-19-2025_103928

we've always

ian_1_09-19-2025_113929

Ru

david_1_09-19-2025_103928

this

ian_1_09-19-2025_113929

Russell, all time highs.

david_1_09-19-2025_103928

Are you trying to get

ian_1_09-19-2025_113929

I am, I'm the traction captain,

david_1_09-19-2025_103928

Okay.

ian_1_09-19-2025_113929

Gold. Did we get gold all the time? Yeah. On like Tuesday we did. It's held up pretty well. Sold off a little bit last.

david_1_09-19-2025_103928

miners, man. I mean,

ian_1_09-19-2025_113929

Gold Miners. Yeah, gold. I saw GDX was back to all time or Yeah. Yeah.

david_1_09-19-2025_103928

I mean, you look at the last two weeks recording back to back new all time highs above, and

ian_1_09-19-2025_113929

I,

david_1_09-19-2025_103928

GDX above 66 bucks. I

ian_1_09-19-2025_113929

yep.

david_1_09-19-2025_103928

this is the highest GDX has been in. All of our lifetimes

ian_1_09-19-2025_113929

Ever.

david_1_09-19-2025_103928

it's amazing.

ian_1_09-19-2025_113929

There's a lot of kids born that have, just seeing their first high in GDXI know, Hey, you don't have to sell me.

david_1_09-19-2025_103928

Oh, I know, I know. I

ian_1_09-19-2025_113929

You don't have to sell me on the miners of the gold.

david_1_09-19-2025_103928

you finally caught your bucking bronco, and I'm proud of you.

ian_1_09-19-2025_113929

Yeah, it's,

david_1_09-19-2025_103928

on a relative basis. You could, there could be 27% more alpha in this thing, but

ian_1_09-19-2025_113929

and then here's the thing is look at, like, I look at I'm talking like physical here, but like, silver verse gold, SLV versus GL. So that's about to break out to, that's a really nice consolidation. The last, kind of the last two months.

david_1_09-19-2025_103928

Yeah,

ian_1_09-19-2025_113929

And then if you guys,

david_1_09-19-2025_103928

that'd be just further confirmation of precious metals doing well, when silver does better than gold and that I would even make, I, I'm not making that argument when we see gold miners do what they're doing versus gold itself.

ian_1_09-19-2025_113929

Yeah,

david_1_09-19-2025_103928

Are doing better than the metal that's indicative of a precious metal environment.

ian_1_09-19-2025_113929

dollar's. Still pretty weak, so I guess that's a good tailwind to half.

david_1_09-19-2025_103928

Yeah,

ian_1_09-19-2025_113929

I bounced a little bit this last couple days, but I mean, overall downward sloping. 200 day

david_1_09-19-2025_103928

I mean, even. Uranium miners doing well,

ian_1_09-19-2025_113929

uranium, very hot. Still don't know any

david_1_09-19-2025_103928

but pretty

ian_1_09-19-2025_113929

lay in bed at night. Stare at the ceiling.

david_1_09-19-2025_103928

Yeah.

ian_1_09-19-2025_113929

My wife gets on me about it. My kids ask me about it.

david_1_09-19-2025_103928

In

ian_1_09-19-2025_113929

will you go to Target and buy me some uranium miners?

david_1_09-19-2025_103928

Yep. Like, how are we gonna have Christmas without this?

ian_1_09-19-2025_113929

Gotta find something else.

david_1_09-19-2025_103928

But yeah, I mean, it's a fresh breakout this week

ian_1_09-19-2025_113929

Yeah, they look good. The individual stocks look really good.

david_1_09-19-2025_103928

Mm-hmm. And internationally, you know, we continue to see China perk up. Well, I mean, you look at Baba,

ian_1_09-19-2025_113929

Yeah,

david_1_09-19-2025_103928

Alibaba continues to move higher. China continues to move higher and.

ian_1_09-19-2025_113929

it's China, so you gotta be a little, it's really amazing how bad Chinese stocks have been versus US stocks.

david_1_09-19-2025_103928

For a long time.

ian_1_09-19-2025_113929

For a very long time. They're kind of a pain in the butt. They do go on these nice runs, but

david_1_09-19-2025_103928

I mean, yeah, just using FXI versus s and p, we're still at minus 85%. Since 2009.

ian_1_09-19-2025_113929

yeah. F Yeah, FXI is flat since May, 2000. Seven. That is 18 years of going a lot of places and going nowhere.

david_1_09-19-2025_103928

Mm-hmm. Lot of heartburn in there. Lot of Pepto Bismol. In emerging markets overall, how are those looking like? I, I know we talked China and I, I

ian_1_09-19-2025_113929

I think they look good. I mean, technically, yeah. I.

david_1_09-19-2025_103928

technically, but

ian_1_09-19-2025_113929

every year. Every year I go and look and see if it's still though. Yeah. The way MSCI like does their rankings, you have to have x percent of middle class, X percent of your population has to be considered like middle class. That's one of their things.

david_1_09-19-2025_103928

Oh, okay.

ian_1_09-19-2025_113929

And so I think that China still. I don't know what they, what I, I don't know The deep men. That was like four or five years ago. I looked into maybe even longer than that, how they actually do. Great.'cause then there's frontier markets got rid of that ETF. It's probably killing it right now. Would've been, yeah. Emerging markets, I mean, pretty good. South Korea. I think South Korea is like an emerging market. A lot of that Asian stuff is good,

david_1_09-19-2025_103928

See, I would've put South Korea in a developed, but what do I know?

ian_1_09-19-2025_113929

is it could be.

david_1_09-19-2025_103928

I mean, Africa looks good. It's broken a rate of tr downward rate of trend that goes back to 2008. So not, not, not too, not too shabby out of emerging markets. mean, even ILF is breaking a rate of trend that goes back to 2008. So I think we got some, some clues here out of emerging markets that might be turning the corner for a good bit here. We'll see, like you said, a little more higher beta. When you look at that segment, and then when you look further international, I mean, Japan continues to follow through on its 30 year breakout on an absolute basis, not too shabby. And speaking of high beta, one of your favorite relationships? High beta versus low fall.

ian_1_09-19-2025_113929

Yeah, continues to confirm.

david_1_09-19-2025_103928

Looks good.

ian_1_09-19-2025_113929

Here we go. South Korea is classified as an emerging market. So this, it kind of goes, I mean, you're kind of right. So it basically checks all MSCI site. It basically checks all the boxes for a developed market except for market accessibility for Ford investors.

david_1_09-19-2025_103928

Interesting.

ian_1_09-19-2025_113929

It's known as the Korea discount. The gap between South Korea's economic development and its emerging market classification leads to a phenomenon known as the Korean discount,

david_1_09-19-2025_103928

Learn something new.

ian_1_09-19-2025_113929

and that's why people listen to the weekly trend.

david_1_09-19-2025_103928

Yeah, I almost fell asleep. That wasn't, I wasn't saying that to be mean. I was just saying it is a good

ian_1_09-19-2025_113929

Yeah,

david_1_09-19-2025_103928

good fundamental.

ian_1_09-19-2025_113929

you gotta to go down the rabbit hole real quick.

david_1_09-19-2025_103928

That's right. So that's interesting. So does that mean China would've checked the access part, but not the middle class part?

ian_1_09-19-2025_113929

Yeah, I guess so. Yeah, China, I mean, clearly very accessible.

david_1_09-19-2025_103928

Interesting. Huh?

ian_1_09-19-2025_113929

India. Very accessible. So accessible. They reach out to you via text and email. That's how accessible it is to spend money in India.

david_1_09-19-2025_103928

It's amazing. Now I'm awake. great. So

ian_1_09-19-2025_113929

Oh, you said earlier that we cut rates this week.

david_1_09-19-2025_103928

Yeah. I find it fascinating. I had someone approach me talking about it,

ian_1_09-19-2025_113929

Oh, okay.

david_1_09-19-2025_103928

told, told'em I didn't wanna be rude, but didn't care. I understand why people care, but since rates have been cut, rates in the credit market have risen. Is that how this works? The fed cuts rates.

ian_1_09-19-2025_113929

Yeah.

david_1_09-19-2025_103928

we, we see treasuries fall, or treasuries fall and rates go up. So I, it's interesting. I mean, it is what it is.

ian_1_09-19-2025_113929

Yeah, we'll see how it plays out. I think it's definitely one of those things. You gotta give it a few weeks and then what they're already pricing in another rate cut. Is that it's is it just it is monthly. They make those decisions,

david_1_09-19-2025_103928

Well, they've got emergency ones. They've got your standard scheduled one. You know, like when they have their standard meetings.

ian_1_09-19-2025_113929

their little meeting every month?

david_1_09-19-2025_103928

Mm-hmm. I do. I do find it interesting looking at the US two year yield,

ian_1_09-19-2025_113929

Yes.

david_1_09-19-2025_103928

you look at twos versus tens, but when you just look at the two year yield, it's at an interesting spot that 3.55, 3.57%

ian_1_09-19-2025_113929

down here a few times.

david_1_09-19-2025_103928

and down here a few times, and if that were to roll over, if we see any type of. Significance from that. I mean, the, the past times that has rolled over has been a little, now when I say the past times, I am talking about like 2007, 19, that when you see the two year yield roll over. So I think this is a pretty important spot here. 3.55.

ian_1_09-19-2025_113929

some spooky talk Dave.

david_1_09-19-2025_103928

It is.

ian_1_09-19-2025_113929

Halloween season is upon us.

david_1_09-19-2025_103928

it is, I'm sure. I'm sure the Spirit,

ian_1_09-19-2025_113929

that wouldn't be fun.

david_1_09-19-2025_103928

spirit Halloween stores are popping up everywhere.

ian_1_09-19-2025_113929

Visited one on Saturday, probably going back tomorrow.

david_1_09-19-2025_103928

Oh, did you get that Karen, costume, or what did you.

ian_1_09-19-2025_113929

No, we had to pick'em out for the, the kiddos.

david_1_09-19-2025_103928

You're, you're on it. I mean,

ian_1_09-19-2025_113929

Yeah. We are on it. We are very on it this year. Getting it early.

david_1_09-19-2025_103928

you gotta get first pick.

ian_1_09-19-2025_113929

Yeah.

david_1_09-19-2025_103928

You don't want any picked over. So what are the kids gonna be? Where should we cover that more when closer to Halloween?

ian_1_09-19-2025_113929

Yeah, maybe we'll co cover it on our alene special.

david_1_09-19-2025_103928

Halloween special.

ian_1_09-19-2025_113929

Okay.

david_1_09-19-2025_103928

But yeah, I, I think, you know, I. I think it's always important to look at things that challenge your thesis, right? Because I, I think our listeners know that since the breath thrust we saw back in April, we've been pretty bullish and because prices confirmed it not'cause we know anything special, it's just following price. So you always wanna look at things that challenge that thesis. And I think the two year yield could be one of those things. Like if I were to say, Hmm, that that's a little bit of a something worth paying attention to, it would be those two year yields if we're gonna roll over and see high demand for short term cash maybe that's indicative of a little bit of concern in the market. We, we'll see. Yeah, we've gotta see this 3.55 level hold. We still see triple C credit spreads trending down.

ian_1_09-19-2025_113929

Yeah.

david_1_09-19-2025_103928

Maybe a minor divergence here versus equities as a whole. So you always wanna look at things that are gonna challenge your thesis. I mean, you got things that are confirming your thesis, you know, when you are. When your sectors, year to date are communication services, technology, industrials, when you're seeing small caps go out to new all time highs, when you're seeing financials participate or staples participate, but not necessarily lead on a relative basis. When you're seeing emerging markets strength, those are hallmarks of of a bull market, and so you just wanna look at. are things that are potentially not, and maybe this 2-year-old thing is something I don't know, and we won't know for a while. What else are we seeing out there? What else is worth highlighting for our listeners?

ian_1_09-19-2025_113929

You know, well, you just mentioned communication, services and tech. I would say those are still two areas to hang out. We've kind of. I kind of lost industrials

david_1_09-19-2025_103928

Yeah. What do you, what do you think about

ian_1_09-19-2025_113929

lost financials. I mean, they look fine on an absolute base. I actually really like the industrial XLI, I think that has a lot of potential. For Q4. Yeah, it's, and we haven't gotten, it's not like. I mean, healthcare hasn't done much, right? We had the kind of the big healthcare pop, relative pop it was like a month ago, like mid or late August. Now discretionary has gotten better.

david_1_09-19-2025_103928

And that's another one, right? If you look at

ian_1_09-19-2025_113929

And retail looks good. I mean, a lot of the retail stuff, it's not too bad.

david_1_09-19-2025_103928

well, discretionary versus staples on an equal weighted basis continues to confirm risk on. So you look at something like RSPD and versus RSPS, new all time highs

ian_1_09-19-2025_113929

Yeah.

david_1_09-19-2025_103928

you, mentioned healthcare. What I find fascinating is if you look at IBB biotech, which is in healthcare versus XLV, we have a base breakout on our hands. So we're talking about risk taking within the healthcare sector, even though healthcare, broadly speaking, like your large cap healthcare. Not looking so great, but we're gonna go ahead and be allocated towards biotech stocks. It's interesting.

ian_1_09-19-2025_113929

Yeah, energy. Pretty rough. Materials. I mean, yeah, you have gold miners, but materials is a whole pretty rough, obviously staples continue to severely underperform. We wanna see that. Same with real estate. And then, yeah, I mean, you take today's action and you, you know, XLK technology. I mean, looks like we might get some continued. Strength here. We'll see.

david_1_09-19-2025_103928

The make makes go out to new all time highs on a relative basis.

ian_1_09-19-2025_113929

Mags is going out to, yeah,

david_1_09-19-2025_103928

Fangs going out to

ian_1_09-19-2025_113929

look at that.

david_1_09-19-2025_103928

time highs. Large cap or mega cap, you know, MG, K versus s and p trying to go out to new all time highs.

ian_1_09-19-2025_113929

Semiconductors had a big day yesterday.

david_1_09-19-2025_103928

Yeah, a little cooling today, but that's okay. They were pretty on fire

ian_1_09-19-2025_113929

All time highs, not new relative all time highs, but I'm gonna continue to.

david_1_09-19-2025_103928

You know, I thought, I thought you brought up a pretty good point in one of our market calls this week that I kind of wanted to get you to elaborate on, and that's. We talked about some of the sectors underperforming, like healthcare, like real estate, like materials, industrials, but they're not. you look at them underneath the surface, they're not all the same. And what I mean by that is like for example, real estate, like let's say your mandate was to be a real estate equity manager, the picking is pretty slim.

ian_1_09-19-2025_113929

Yeah, it sucks. Like broad real estate is terrible.

david_1_09-19-2025_103928

Like you look across the spectrum, large, small, medium. You look through all the, the charts in real estate and there's just not a lot. Maybe CBRE may be well, but that's about it. But then you look at industrials and you notice this. There's some things there, right?

ian_1_09-19-2025_113929

Yeah, I think there are. I think you could, I mean, there's a lot of things working. Obviously the big one is aerospace. We know that. But even outside that a lot of good stuff there is just those big ones. Ones that come to Honeywell UNP Cummins and Caterpillar don't look bad, but they're not, you know, they are big weights and they're not, I mean, they're just going sideways against the index, so. I really no boost from either of those. A DPI think an A DP is also in industrials technically. And it's fine. But yeah, on a relative basis they just, those top 10. Like any, like any ETF portfolio, your high weight, highest weighted stocks are gonna have the biggest impact. Yeah. But yeah, if you look at, you know, broad industrial, small caps, mid caps, all the other stuff, pretty solid, pretty solid stuff going on out there.

david_1_09-19-2025_103928

Yeah. It just that you, you know, it's just that, that you gotta pay attention to all the pieces underneath the surface. You can't just look at XLI, you gotta look at what make up that sector and what's going on there. And there's, there's some opportunities within the sector and then you look at something like a real estate and there isn't just is what it is. What do you think about, you know, you mentioned tech, broadly speaking. But isn't it fascinating to see some old tech names

ian_1_09-19-2025_113929

Yeah,

david_1_09-19-2025_103928

perking up?

ian_1_09-19-2025_113929

and I think also PSCT, small Cap Tech make it made. Its all time high,

david_1_09-19-2025_103928

Yeah. How, how bearish is that if that's

ian_1_09-19-2025_113929

so you're definitely into participation there. I am sorry I interrupted you. What was your question?

david_1_09-19-2025_103928

It was just some of the old names like Oracle

ian_1_09-19-2025_113929

old names? Yeah.

david_1_09-19-2025_103928

Oracle and Western Digital. I mean these are Western Digital goes back to the seventies, Oracle,

ian_1_09-19-2025_113929

Yeah. Larry. I think Larry, Allison's the richest man in the world.

david_1_09-19-2025_103928

crazy.

ian_1_09-19-2025_113929

Regain the top spot. We'll see. Tesla. Hey, Tesla's had a pretty big move. Tesla's up. I think I saw 72% since Tim Walls was dogging on it.

david_1_09-19-2025_103928

Well,

ian_1_09-19-2025_113929

Big fade. Big fade on that guy.

david_1_09-19-2025_103928

yeah, no comment. But then there's also new tech. Remember when they used to hate on Kathy Wood and I mean, look what ARC funds are doing.

ian_1_09-19-2025_113929

Our, our, yeah, Kathy's definitely having a great year across the bard. RK rq. Arc F, arc W I know I'm forgetting one in there. She's even come out with arc G, their biotech one, I think. I think RG got to year to date highs earlier. Okay. Not year to date, but back to where it was in February. Yeah.

david_1_09-19-2025_103928

arc X.

ian_1_09-19-2025_113929

Arc X. That was it. Very, yeah, very strong. I mean, people haven't talked about her in a few years, so I guess that would make sense.

david_1_09-19-2025_103928

they'll wait and, and think she's the next greatest thing. Once we're at all time highs and that's too late. That's how this works.

ian_1_09-19-2025_113929

Boy, if she get, if a gets back to, if Arc gets back to all time highs. I mean, we got, we got a lot of bull market ahead of us.

david_1_09-19-2025_103928

Mm-hmm.

ian_1_09-19-2025_113929

That would be something. And hey, I mean, that's a heck of a, it's a heck of a, it's a really nice looking chart. I mean, that would be over. That's like another 90% just in arc. Obviously it doesn't mean the s and p is gonna go up 90%.

david_1_09-19-2025_103928

Right.

ian_1_09-19-2025_113929

Okay, this says 87%. We'll see,

david_1_09-19-2025_103928

We will.

ian_1_09-19-2025_113929

I'll tell you what, if it keeps going, I we'll be participating.

david_1_09-19-2025_103928

That's right. Participate in Uptrends. I believe you had a quote from Med se SE on that.

ian_1_09-19-2025_113929

Yeah, the quote was, let me go back here and find it. I don't predict markets, I just ride them.

david_1_09-19-2025_103928

Makes

ian_1_09-19-2025_113929

Sequoia, very famous trend follower.

david_1_09-19-2025_103928

why? Get caught up in predictions.

ian_1_09-19-2025_113929

Couldn't predicted anything, couldn't predict it, that Intel was gonna get, what was it? Nvidia took a stake in them.

david_1_09-19-2025_103928

That could be, I thought the US government was talking about taking a stake in him.

ian_1_09-19-2025_113929

Yeah, I think they convinced they'll, nvidia to do it

david_1_09-19-2025_103928

Oh, okay.

ian_1_09-19-2025_113929

probably better. It's better. We need, yes, we need private partnerships, not with the government.

david_1_09-19-2025_103928

Agreed. So I think it's a, it's appropriate to make sure we highlight the sponsor of this podcast, the Adaptive Select ETF, listed on the New York Stock Exchange under ticker A DPV, which helps investors access two of the most prevalent factors in markets, momentum and relative strength. Through proprietary identification methods, the Adaptive Select ETF attempts to own the strongest 25 large cap stocks when the market is in an uptrend. And since not all market environments are the same, adaptive select seeks to prevent extended declines by moving to short-term treasury bills and cash long-term market Downtrends investors can find out more including how to invest in A DPV by visiting ad pv etf.com or calling 1-833-880-FIVE 200. Investing involves risk, including possible loss of principle, a dvs distributed by Quasar Distributors, LLC. We really appreciate their support, helps us deliver this message to our listeners. Anything else you wanna highlight, Ian, before I ask those listening to give us a high ranking and share us with others?

ian_1_09-19-2025_113929

No, just yeah, remaining, remaining in upturn. I love, I love when we get to be on here and talk about stocks at all time High. So.

david_1_09-19-2025_103928

For

ian_1_09-19-2025_113929

Gotta stick it. Gotta stick it, gotta keep it going.

david_1_09-19-2025_103928

Gotta confirm. So we continue to see uptrend and bullish behavior. There's a couple red flags that we've highlighted. But we really appreciate everybody listening, all the great listenership that we have. We ask you to share it with your friends. Give us a high ranking on your platform or choice. We appreciate it.

ian_1_09-19-2025_113929

Have a great weekend everyone.